Intelligence
Lifecycle

Executive intelligence

See what matters across the book.

One evidence layer across sales, service, payments, claims, renewals, and cancellations — with clear next steps when something needs attention.

Customers needing attention
18,640
7.5% of the book · all stages12.6%
Interactions analyzed
148.1k
Voice, digital, and system events8.2%
Recommended actions ready
19
Prioritized clear next steps5
Processing coverage
96.8%
99.4% within freshness SLA0.7%

Attention share over time

Share of customers needing attention · 12 weeks

+2.1 pts
Watch threshold · 7%
May 4Jun 1Jun 29Today · 7.5%

Customers needing attention

Ranked by risk score and recent change · across all stages

Clear next steps

Recommended actions ranked by priority — Critical first

Lifecycle intelligence

Volume, sentiment, and friction across every stage of the book

148.1k analyzed interactions
Journey sentiment

Experience weakens as uncertainty and repeat effort accumulate.

148,126 interactions · 8 lifecycle stages
Sentiment profileFriction rateCircle size = interaction volume
72New BusinessNew Business: sentiment 72, friction 18%, 18.2k interactions68Policy servicingPolicy servicing: sentiment 68, friction 24%, 22.1k interactions66PaymentsPayments: sentiment 66, friction 26%, 24.3k interactions54ClaimsClaims: sentiment 54, friction 42%, 28.4k interactions58RetentionRetention: sentiment 58, friction 35%, 15.7k interactions38CancellationsCancellations: sentiment 38, friction 61%, 6.2k interactions
Journey sentiment, friction, and interaction volume by lifecycle stage
StageSentimentFrictionInteractions
New Business7218%18.2k
Policy servicing6824%22.1k
Payments6626%24.3k
Claims5442%28.4k
Retention5835%15.7k
Cancellations3861%6.2k